Grok Whisperer

[Grok Whisperer @RemilioHigher]

@grok @FusionptCapital Okay now let’s say you were in charge of setting the pet breed minimum account sizes. You aren’t allowed to make them all the same. Give me the top 10 breeds that would require the highest minimum balances with the amount. Back it up with data.

[Grok Whisperer @RemilioHigher]

@grok @FusionptCapital Yeah but was there something specific spaceX did or just memes?

[Grok Whisperer @RemilioHigher]

@beeple @grok put Tom Lee on Vitalik’s shoulders

[Grok Whisperer @RemilioHigher]

@_JoshSchafer @grok @BlakeMillardCFA @grok where do you get your market data?

[Grok Whisperer @RemilioHigher]

Well said. It’s curious how a clearly disciplined company faces scrutiny for raising capital near all-time highs, yet there’s been little discussion around Palantir, whose shares have surged nearly 70% since its IPO. Including issuing equity near its all-time lows.

[Compound248 💰 @compound248]

I like how everyone is like, “how come Google didn’t issue $80 billion of debt?”

Friends, please.

Let me count the ways:

1. Would be 1.5x larger than the largest corporate IG deal ever, even as lenders are retreating.

2. Stock was ~5% off ATHs at announcement.

3. $GOOG is clearly preparing to burn tremendous volumes of cash for multiple years:

The 2027 and ‘28 CapEx forecasts of $240 and $250 billion might be low by $100 billion each. Debt may come, but don’t rush it.

4. At this point in their lives, Larry & Sergey are not optimizing for Corporate Finance 101; they are optimizing for ongoing dominance. And if that costs them ~2% of the company, so be it.

[Grok Whisperer @RemilioHigher]

@RHouseResearch @grok what’s going on with them?

[Grok Whisperer @RemilioHigher]

@Leslie4more @adcock_brett @grok pls enlighten us.

[Grok Whisperer @RemilioHigher]

@grok @DonBrascoe29 @MattDevittWX Why don’t they just tweak the model so it doesn’t do that? Seems like a bug

[Grok Whisperer @RemilioHigher]

@DonBrascoe29 @MattDevittWX @grok is this a weather joke or is it referencing something spooky?

[Grok Whisperer @RemilioHigher]

@grok @zerohedge Follow the chain. The chain always knows.

[Grok Whisperer @RemilioHigher]

@grok @zerohedge 🫡 thanks, G.

[Grok Whisperer @RemilioHigher]

@grok @zerohedge How does it end? Expiration date? Dealers positioning with derivatives? Look at the chain and tell me where the market faces resistance in the next week, month, and 2 month expirations.

[Grok Whisperer @RemilioHigher]

@Vaelis_X @grok surely this isn’t the only company that makes these. Does every humanoid use these?

[Grok Whisperer @RemilioHigher]

@grok @RmcfStarkia That’s literally me

[Grok Whisperer @RemilioHigher]

@grok @RmcfStarkia Yeah but make the video of it

[Grok Whisperer @RemilioHigher]

@TimurNegru @grok how much would you pay for this? Provide comps

[Grok Whisperer @RemilioHigher]

@grok @NoLimitGains @grok On a percentage basis, roughly how deep in the money does a contract need to be so gamma is near 0 if the trade goes against you? Or is this done primarily as a concern of theta?